Apptivo Sales force automation incorporate the entire sales process from qualified lead to closed deal. Our CRM is well-structured campaign so that prospects and customers can be automated for further closing deals concatenating the growth of customer relationships with minimal human intervention. Our sales automation system drives a solution to collaborate, integrate, share information as it enters conversion process and that makes profitable sales performance constantly wherein eliminating redundancy.


Procure Leads

  • Further negotiation with lead can be automated as Contacts, Customers and Opportunity that would enhance a lead to Potential.
  • Generating leads by webforms and importing from various external sources are directly made into Leads App
  • Single shot Convert process by which the lead information are transferred to the appropriate fields of Contacts, Customer & Opportunities.
  • Lead status will be changed to "Converted" as a lead prospects into sales opportunity.
  • Customization and Automation accelerate the speed of Leads Management

Customers Integration & Association

  • Related Contacts informations are associated within customer’s account
  • Explicit analysis made to existing customer across territory, business type, marketing, products, status.
  • Each and every customer focused by adding to target list, scheduling follow up in single click from single page.
  • Customers purchase order, invoice, estimates, projects and other Integrated apps are slotted and viewed through 360 degree.
  • Inculcating impressive loyalty programs to enhances abiding sales opportunity.

Activities Tracker

  • Maintaining every day's tasks, events, followups in automated calendar view
  • Record call logs of all customers for future references
  • Enhanced features like setting up remainder to tasks and re-scheduling follow ups hatch customer relationship closely
  • Monitoring every individual and daily activities against news feed, streamline entire sales process

Sales Forecasting & Revenue

  • Every data within CRM are consolidated into an estimated revenue
  • Configurable dashboards allows to have Classified layout for determining Win/Loss percentage, sales performance, Team's performance, pipeline by stage.
  • Allocating sales quota as organisational quota as well as individual quota which ensures the achieved targets and performance of salesperson.
  • Literal forecast across the potential amount & revenue which elevate sales planning in upcoming fiscal years
"We've looked at many CRM solutions, and none were as fast and easy."
- Todd Schager

Which solution is right for you?


A simple online CRM system to store contacts, reminders, files, and communication history.

If your business grows and you need more apps, feel free to add them from the App Store at anytime.


Manage your sales pipeline, stay on top of employee activities, and close more deals.

CRM & Billing

Track your sales and easily convert them into invoices to get paid quickly!